Using Conga Sign in Salesforce Communities
Use a native Conga Sign button in a Salesforce Community to allow Community users to send documents for signature. Additionally, administrators can setup a Conga Sign-integrated Composer button or a Conga Sign-integrated Trigger solution in a Salesforce Community to generate and send documents for e-signature.
Prerequisites
- Setup a Salesforce Community.
- Install Conga Sign.
- If using Conga Composer, Install Composer.
- If using Conga Trigger, Install Composer and Install Conga Trigger.
To create and add a Conga Sign Button to a Salesforce Community
- Create a Conga Sign button or use the native Send with Conga Sign button.
- Test that the Conga Sign-integrated Composer button successfully sends a Conga Sign Transaction.
- Place the Conga Sign button on the desired object's Lightning Page or Page Layout so it appears in the Salesforce Community.